Tag: NVIDIA Corp
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Retail-trader ‘bottleneck bros’ eyeing AI supply chain can’t wait for SK Hynix options
For many of those retail tech traders, SK Hynix’s memory business reminds them of Micron – the paragon of the supply-chain bottleneck thesis.
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CNBC’s The China Connection newsletter: Betting on Shenzhen over Silicon Valley
The coastal Chinese city of Shenzhen has become a hub for tech hardware that U.S. firms can’t ignore.
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Four struggling, big name stocks that should rally this earnings season, according to Evercore ISI
The quartet are part of a group that Evercore identified as “beaten-down beat and raisers.”
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This tech stock just got another Wall Street boost. Why we’re on the same page
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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TSMC, the world’s largest contract chipmaker, reports 68% surge in June revenue
Ahead of its second-quarter earnings, TSMC reported its June and first-half revenue for 2026.
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Tech stocks feel like the only game in town. Here’s why they are so hard to abandon
In his Sunday column, Jim Cramer explores the dominance of tech stocks and the upside potential that still remains.
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Chip rally, Fed task forces, Delta earnings and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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CNBC Daily Open: A week of narrative whiplash and vibe shifts
The U.S. will engage in “technical talks” with Iran, while markets await the U.S. debut of SK Hynix.
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SpaceX is racing toward orbital data centers. Here are ways to play this emerging technology
SpaceX’s push toward orbital data centers opens new avenues for AI infrastructure. Wall Street is already mapping the stocks that could benefit.
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Few bright spots in Wednesday’s tough market — why Nvidia stock is one of them
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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